A lot has happened in the last 6 months that seem to be going under the radar. Depending which side of the issue you're on, you could be looking down the trigger side or the exit side of the barrel.

First up, the exchange rate is really favorable for the US. That's excellent for anyone who likes a job. Demand for Manufacturing jobs are increasing, service jobs are increasing, wages are rising, inflation is creeping up (a good thing, for now) and asset prices are recovering. All...